TheDeepDiveResearch
@thedeepdiveresearch.skystack.xyz
Welcome to The Deep Dive Research! Your weekly destination for in-depth analysis on companies, stocks, and business trends. Gain i...
This is an automated Substack Account of https://thedeepdiveresearch.substack.com
Discover more/Create at: @skystack.xyz
This is an automated Substack Account of https://thedeepdiveresearch.substack.com
Discover more/Create at: @skystack.xyz
The Salesforce Paradox: Why CRM’s Slump Masks a Data-Driven Renaissance • Valuation & Market Position: A Rare Discount in Software
The Salesforce Paradox: Why CRM’s Slump Masks a Data-Driven Renaissance
Valuation & Market Position: A Rare Discount in Software
thedeepdiveresearch.substack.com
December 24, 2025 at 5:57 PM
The Salesforce Paradox: Why CRM’s Slump Masks a Data-Driven Renaissance • Valuation & Market Position: A Rare Discount in Software
The Unloved Cash Cow: Why PayPal at $60 Is the Asymmetric Trade of 2026 • The Pivot to “Profitable Growth”
The Unloved Cash Cow: Why PayPal at $60 Is the Asymmetric Trade of 2026
The Pivot to “Profitable Growth”
thedeepdiveresearch.substack.com
December 23, 2025 at 3:03 PM
The Unloved Cash Cow: Why PayPal at $60 Is the Asymmetric Trade of 2026 • The Pivot to “Profitable Growth”
The Contrarian: Why Adobe’s “Death by AI” is the Market’s Greatest Miscalculation • The Setup: Blood in the Streets
The Contrarian: Why Adobe’s “Death by AI” is the Market’s Greatest Miscalculation
The Setup: Blood in the Streets
thedeepdiveresearch.substack.com
December 21, 2025 at 6:01 PM
The Contrarian: Why Adobe’s “Death by AI” is the Market’s Greatest Miscalculation • The Setup: Blood in the Streets
Morgan Stanley: The $275B Wealth Juggernaut Is Just Getting Started • Why The Street Is Finally Buying The Wealth Story
Morgan Stanley: The $275B Wealth Juggernaut Is Just Getting Started
Why The Street Is Finally Buying The Wealth Story
thedeepdiveresearch.substack.com
December 19, 2025 at 3:00 PM
Morgan Stanley: The $275B Wealth Juggernaut Is Just Getting Started • Why The Street Is Finally Buying The Wealth Story
The $4 Trillion Fortress: Why Apple’s “Quiet” Breakout Is Just Getting Started • The Setup: Tactical Levels
The $4 Trillion Fortress: Why Apple’s “Quiet” Breakout Is Just Getting Started
The Setup: Tactical Levels
thedeepdiveresearch.substack.com
December 18, 2025 at 2:59 PM
The $4 Trillion Fortress: Why Apple’s “Quiet” Breakout Is Just Getting Started • The Setup: Tactical Levels
Is Walmart the Most Misunderstood Tech Stock of 2025? • Valuation & Market Position
Is Walmart the Most Misunderstood Tech Stock of 2025?
Valuation & Market Position
thedeepdiveresearch.substack.com
December 17, 2025 at 2:59 PM
Is Walmart the Most Misunderstood Tech Stock of 2025? • Valuation & Market Position
The “Holy Grail” of Fat Loss: Why Wave Life Sciences (WVE) Is the Most Important Biotech Chart of 2025 • Why Wave Life Sciences’ data may redefine obesity drugs, RNA medicine, and biotech valuations in one move
The “Holy Grail” of Fat Loss: Why Wave Life Sciences (WVE) Is the Most Important Biotech Chart of 2025
Why Wave Life Sciences’ data may redefine obesity drugs, RNA medicine, and biotech valuations in one move
thedeepdiveresearch.substack.com
December 15, 2025 at 5:59 PM
The “Holy Grail” of Fat Loss: Why Wave Life Sciences (WVE) Is the Most Important Biotech Chart of 2025 • Why Wave Life Sciences’ data may redefine obesity drugs, RNA medicine, and biotech valuations in one move
Visa’s “Boring” Dominance: Why the Payment King is the Ultimate Hedge for 2026 • The Quiet Compounder Hiding in Plain Sight
Visa’s “Boring” Dominance: Why the Payment King is the Ultimate Hedge for 2026
The Quiet Compounder Hiding in Plain Sight
thedeepdiveresearch.substack.com
December 12, 2025 at 3:02 PM
Visa’s “Boring” Dominance: Why the Payment King is the Ultimate Hedge for 2026 • The Quiet Compounder Hiding in Plain Sight
Microsoft: Why the “AI Infrastructure” Phase is Over (And What Comes Next) • The “CapEx Cliff” Narrative is Wrong—Here is the Real Story
Microsoft: Why the “AI Infrastructure” Phase is Over (And What Comes Next)
The “CapEx Cliff” Narrative is Wrong—Here is the Real Story
thedeepdiveresearch.substack.com
December 10, 2025 at 3:02 PM
Microsoft: Why the “AI Infrastructure” Phase is Over (And What Comes Next) • The “CapEx Cliff” Narrative is Wrong—Here is the Real Story
The Hardware Insider: Is Super Micro Computer the Market’s Most Misunderstood AI Play? • Why the Post-Hype Sell-Off Has Created the Decade’s Best Entry Point
The Hardware Insider: Is Super Micro Computer the Market’s Most Misunderstood AI Play?
Why the Post-Hype Sell-Off Has Created the Decade’s Best Entry Point
thedeepdiveresearch.substack.com
December 8, 2025 at 6:03 PM
The Hardware Insider: Is Super Micro Computer the Market’s Most Misunderstood AI Play? • Why the Post-Hype Sell-Off Has Created the Decade’s Best Entry Point
The $400B Question: Is PLTR the Next Magnificent, or Just Magnificently Expensive?
The $400B Question: Is PLTR the Next Magnificent, or Just Magnificently Expensive?
thedeepdiveresearch.substack.com
December 5, 2025 at 5:59 PM
The $400B Question: Is PLTR the Next Magnificent, or Just Magnificently Expensive?
Turbulence to Tailwind • Why Boeing’s Breakout Signals a Definitive Turnaround for the Aerospace Giant
Turbulence to Tailwind
Why Boeing’s Breakout Signals a Definitive Turnaround for the Aerospace Giant
thedeepdiveresearch.substack.com
December 3, 2025 at 3:03 PM
Turbulence to Tailwind • Why Boeing’s Breakout Signals a Definitive Turnaround for the Aerospace Giant
Shopify’s 137 P/E: The Price of a New E-Commerce Empire? • Beyond the Digital Storefront
Shopify’s 137 P/E: The Price of a New E-Commerce Empire?
Beyond the Digital Storefront
thedeepdiveresearch.substack.com
November 30, 2025 at 6:05 PM
Shopify’s 137 P/E: The Price of a New E-Commerce Empire? • Beyond the Digital Storefront
Netflix’s New Playbook: From Growth Disruptor to Profit Machine • From Growth Disruptor to Profit Machine
Netflix’s New Playbook: From Growth Disruptor to Profit Machine
From Growth Disruptor to Profit Machine
thedeepdiveresearch.substack.com
November 28, 2025 at 6:04 PM
Netflix’s New Playbook: From Growth Disruptor to Profit Machine • From Growth Disruptor to Profit Machine
Why CoreWeave (CRWV) Might Be the Most Mismatched Risk/Reward in AI
Why CoreWeave (CRWV) Might Be the Most Mismatched Risk/Reward in AI
thedeepdiveresearch.substack.com
November 26, 2025 at 3:02 PM
Why CoreWeave (CRWV) Might Be the Most Mismatched Risk/Reward in AI
You Only Get 25% Today — And 30 Days Free to See the Rest • Mon–Wed–Fri Premium Stock Analysis
You Only Get 25% Today — And 30 Days Free to See the Rest
Mon–Wed–Fri Premium Stock Analysis
thedeepdiveresearch.substack.com
November 25, 2025 at 5:59 PM
You Only Get 25% Today — And 30 Days Free to See the Rest • Mon–Wed–Fri Premium Stock Analysis
Beyond the Cycle: Why Micron Is AI’s New Indispensable Power Broker • The AI Data Tsunami: From Commodity to Critical Bottleneck
Beyond the Cycle: Why Micron Is AI’s New Indispensable Power Broker
The AI Data Tsunami: From Commodity to Critical Bottleneck
thedeepdiveresearch.substack.com
November 25, 2025 at 5:59 PM
Beyond the Cycle: Why Micron Is AI’s New Indispensable Power Broker • The AI Data Tsunami: From Commodity to Critical Bottleneck
Is Lam Research Becoming the Most Critical Tollbooth in the AI Chip Race? • AI Is Reshaping the Semiconductor Bottleneck
Is Lam Research Becoming the Most Critical Tollbooth in the AI Chip Race?
AI Is Reshaping the Semiconductor Bottleneck
thedeepdiveresearch.substack.com
November 24, 2025 at 11:03 AM
Is Lam Research Becoming the Most Critical Tollbooth in the AI Chip Race? • AI Is Reshaping the Semiconductor Bottleneck
CrowdStrike’s Next Phase: The Cybersecurity Giant Entering Its Compounding Era • Why the market’s highest-conviction security platform may still be early in its long-run growth, despite premium pricing, rising expectations, and intensifying competition.
CrowdStrike’s Next Phase: The Cybersecurity Giant Entering Its Compounding Era
Why the market’s highest-conviction security platform may still be early in its long-run growth, despite premium pricing, rising expectations, and intensifying competition.
thedeepdiveresearch.substack.com
November 24, 2025 at 11:03 AM
CrowdStrike’s Next Phase: The Cybersecurity Giant Entering Its Compounding Era • Why the market’s highest-conviction security platform may still be early in its long-run growth, despite premium pricing, rising expectations, and intensifying competition.
Oklo: The Most Controversial AI Power Play on Wall Street • Why Oklo Matters Right Now
Oklo: The Most Controversial AI Power Play on Wall Street
Why Oklo Matters Right Now
thedeepdiveresearch.substack.com
November 24, 2025 at 11:03 AM
Oklo: The Most Controversial AI Power Play on Wall Street • Why Oklo Matters Right Now
ServiceNow’s Quiet AI Dominance • The Workflow Powerhouse Investors Are Missing
ServiceNow’s Quiet AI Dominance
The Workflow Powerhouse Investors Are Missing
thedeepdiveresearch.substack.com
November 24, 2025 at 11:03 AM
ServiceNow’s Quiet AI Dominance • The Workflow Powerhouse Investors Are Missing
CrowdStrike’s Ascent: The Cybersecurity Powerhouse Entering Its Compounding Phase • Why CrowdStrike’s platform dominance and AI leverage may drive a decade of superior returns
CrowdStrike’s Ascent: The Cybersecurity Powerhouse Entering Its Compounding Phase
Why CrowdStrike’s platform dominance and AI leverage may drive a decade of superior returns
thedeepdiveresearch.substack.com
November 24, 2025 at 11:03 AM
CrowdStrike’s Ascent: The Cybersecurity Powerhouse Entering Its Compounding Phase • Why CrowdStrike’s platform dominance and AI leverage may drive a decade of superior returns
Why Dynatrace May Be the Next Sleeper Compounder in AI Observability • AI Complexity Is the Tailwind DT Was Built For
Why Dynatrace May Be the Next Sleeper Compounder in AI Observability
AI Complexity Is the Tailwind DT Was Built For
thedeepdiveresearch.substack.com
November 24, 2025 at 11:03 AM
Why Dynatrace May Be the Next Sleeper Compounder in AI Observability • AI Complexity Is the Tailwind DT Was Built For
Qualcomm’s Next Act: Turning AI-at-the-Edge Into Wall Street’s Quiet Revolution • AI Leaves the Data Center
Qualcomm’s Next Act: Turning AI-at-the-Edge Into Wall Street’s Quiet Revolution
AI Leaves the Data Center
thedeepdiveresearch.substack.com
November 24, 2025 at 11:03 AM
Qualcomm’s Next Act: Turning AI-at-the-Edge Into Wall Street’s Quiet Revolution • AI Leaves the Data Center
PayPal’s Comeback Play: Why This Fintech Giant Looks Ready to Re-Rate in 2025 • After years of stagnation, PayPal is quietly rebuilding its moat — stronger margins, disciplined execution, and rising cash returns could turn this forgotten fintech into a quality compounder again.
PayPal’s Comeback Play: Why This Fintech Giant Looks Ready to Re-Rate in 2025
After years of stagnation, PayPal is quietly rebuilding its moat — stronger margins, disciplined execution, and rising cash returns could turn this forgotten fintech into a quality compounder again.
thedeepdiveresearch.substack.com
November 24, 2025 at 11:03 AM
PayPal’s Comeback Play: Why This Fintech Giant Looks Ready to Re-Rate in 2025 • After years of stagnation, PayPal is quietly rebuilding its moat — stronger margins, disciplined execution, and rising cash returns could turn this forgotten fintech into a quality compounder again.